Educators and Employers

Are you a financial planning educator? Or an employer looking to hire professional financial planners? Here’s everything you need to know about us, our certification programs and the resources we have to offer.

 

Important Changes to Certification Requirements – Effective January 1, 2020

 

FP Canada is making changes to its certification programs. Effective January 1, 2020, FPSC Level 1® certification will be replaced by QAFP™ certification and all current FPSC Level 1 certificants will automatically become QAFP professionals. Additionally, changes to the paths to certification for both QAFP certification and CFP® certification will be implemented following a transition period.
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Get to know FP Canada

As of April 1, 2019, Financial Planning Standards Council is now FP Canada. Learn more about the role of our two divisions, the FP Canada Standards Council™ and the FP Canada Institute™.
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Educators

Explore helpful resources for current and prospective providers of FP Canada-approved education including curriculum for FP Canada certifications and Continuing Education activities. If you are interested in becoming an education provider, learn about our application process and apply today to promote your programs to nearly 20,000 FP Canada certificants as well as candidates on the path to certification.

Employers

Find out what an FP Canada certificant can do for your organization. Explore helpful resources to gain insights into FP Canada’s certification programs and learn about the value of professional financial planning. You can also verify a planner’s certification status, find out how to promote job opportunities and discover tools to help you support your employees.

FP Canada Research Foundation

The FP Canada Research Foundation is dedicated to funding, promoting and disseminating financial planning research for the benefit of Canadians.



 

Find a Financial Planner

Your choice of financial planner is an important one. A professional financial planner has the knowledge, skills, experience and ethics to look at your entire financial picture and help you achieve financial well-being. Use this tool to find a professional financial planner in your area or to verify the certification status of your planner.

     

     

    Book a Visit from a CFP Professional Ambassador

    CFP Professional Ambassadors provide a first-hand perspective about a career in financial planning to students in education programs or candidates attending professional recruitment and networking events. These trained, practicing CFP professionals attend sessions across the country to share their day-to-day experiences as a CFP professional.

     

    Testimonials

     

      “This was a delightful, successful and very professional visit and presentation by Cherie. It was very satisfying to have an alumnus share their journey as a financial professional with current students. Her delivery was clear and very well received by students, questions were answered with great confidence, and she imparted wonderful encouragement to the students.”

        –Sydney Liburd, Professor of the Finance Program at Sheridan College on
        CFP Professional Ambassador, Cherie Ahlberg

       

      “Timothy was an amazing and informative panelist! Students were satisfied with the advice and information he provided not just about his background but about the CFP designation as many students who came to the event were interested in pursuing that designation.”

        –Shinthu Sivabalan, Director, External Relations, Ryerson University Finance Society on
        CFP Professional Ambassador, Timothy Szeto

       

      “The CFP designation information session with Lyle was amazing! We had over 60 students attend which was much higher than we anticipated. Overall the event went very well, Lyle presented the CFP designation with much detail, answered every single question, and was very engaging and humorous.”

        –Eddie Ngai,VP of Finance, Douglas College Business Association on
        CFP Professional Ambassador, Lyle MacDougall

       

      “Raymond was extraordinary. His comments were clear, the students appreciated his insights, he responded to questions and overall he made a great impression on everyone including me! I spend a lot of time in my classes trying to impress upon students how important this training may be someday and he reinforced that message."

        –Chris Douglas, Instructor, Red River College of Applied Arts, Science & Technology on
        CFP Professional Ambassador, Raymond Padua

     

    Request a CFP Professional Ambassador